See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,388 | $165,335-88.9% | $149,696-87.7% | $158,922-88.4% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 17.34% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,212 | $5,103-76.3% | $4,644-73.9% | $4,761-74.6% |
| Participant deferral / active EE | $2,532 | $7,181-64.7% | $6,842-63.0% | $5,982-57.7% |
| Admin fee / account holder | $96 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |